Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.06

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3:59 PM EST

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To: Harvey Rosenkrantz who wrote (7145)	1/15/1998 4:49:00 PM
From: Srivaths Srinivasan	Read Replies (2) of 152472

Does anyone have an idea of what percentage of the equipment/infrastructure contracts QCOM has won. LU and other seem to be getting the really big ones(was the last LU $100 million). Has QCOM chosen to lay lesser emphasis on these contracts. I don't recall QCOM winning a contract bigger than $20 million(or is it $10 million)recently. I am afraid that they will get boxed out by the bigger boys (LU, NT,...) in the equipment end and by nimbler manufacturers SONY, Korean.... in the hand set end. How is it that LU wins CDMA equipment contracts, shouldn't QCOM be better at it than LU?? Srivaths

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